We Believe Sales Reps Should Sell, Not Type
Great reps lose deals because they're buried in data entry instead of building relationships. Talk2CRM gives that time back.
The Origin Story
You just had a great call — the prospect is excited, next steps are clear, the deal is moving. Then you open your CRM and spend 20 minutes trying to remember what was said. By the time you're done, the details are fuzzy and the commitments are already at risk.
Talk2CRM fixes this. It reads your call transcript, extracts the data, and presents CRM updates for your review — on your phone, right after the call ends. You glance, approve, and move on.
But we didn't just build another AI tool. We built one with 8 safety guardrails, a zero-delete guarantee, and human approval on every write. Because your CRM data is too important for “move fast and break things.”
From Conversation to CRM in Seconds
Here's what happens the moment you hang up — without lifting a finger.
Reads Your Transcript
Extracts contacts, deal details, and CRM field values from your call — no typing required.
Catches Your Commitments
Every promise and follow-up is identified and turned into a tracked task automatically.
Flags Deal Signals
Buying signals, objections, and deal health — surfaced immediately, not buried in notes.
Waits for Your Approval
Review cards appear on your phone. Swipe to accept, edit, or reject each field. Nothing is written without your say-so.
Tools That Keep You One Step Ahead
Beyond call processing, Talk2CRM gives you an edge before, during, and between conversations.
Search Your CRM in Plain English
"Show me deals closing this month over $50k." Ask like you'd ask a colleague.
Walk Into Calls Prepared
Contact history, open deals, and commitments from last time — briefed before every meeting.
One-Tap Follow-Ups
Draft a follow-up email or create a task in one tap, pre-filled with call context.
Weekly Activity Digest
Every Monday: calls processed, records updated, commitments due. Your week at a glance.
Every Feature at a Glance
10 capabilities, one goal: turn your calls into accurate CRM data with minimal effort.
Voice-to-Field Mapping
Talk2CRM pulls data from your conversation and maps it to your CRM fields automatically. You review — it types.
Commitment Extraction
"I'll send the proposal by Friday." Talk2CRM catches every promise and turns it into a tracked task — automatically.
Deal Signal Detection
Buying signals, objections, and deal health — flagged after every call so you know which deals are real.
Natural Language CRM Search
"Show me deals closing this month over $50k." Ask your CRM in plain English and get an instant answer.
Call Prep Sheets
Before each call, get a briefing: contact history, open deals, and commitments you made last time. Walk in prepared.
Review Before Write
Nothing touches your CRM without your say-so. Swipe through each suggested update, edit what needs changing, and approve what's right.
Smart Actions
One tap to draft a follow-up email or create a task. Talk2CRM uses the call context so you start with substance, not a blank page.
Weekly Digest
Every Monday: calls processed, records updated, commitments due. Your week at a glance — no dashboards required.
3-Strike Learning
Correct a suggestion three times and it never makes that mistake again. Your preferences become permanent rules.
Offline Queue
No signal? No problem. Talk2CRM queues your updates locally and syncs everything the moment you're back online.
What We Believe
These aren't aspirational values — they're engineering decisions baked into the product.
Safety First
We built 8 architectural guardrails before writing a single CRM update. Your data is protected by design, not by policy.
Human in the Loop
AI suggests, you decide. Every CRM write requires your explicit approval — nothing happens on autopilot.
Learns From You
Correct the AI and it remembers. After three identical corrections, your preference becomes a permanent rule.
Built for Trust
Zero-delete policy, zero AI data retention, minimal data sent to AI. We earn trust through engineering decisions you can verify.
Common Questions
After every call, Talk2CRM reads your transcript and extracts CRM data — contacts, deals, commitments, and signals. Each suggested update appears as a review card on your phone. Swipe to approve, edit, or reject. Nothing touches your CRM until you say so.
No. Keep using RingCentral exactly as you do now. Talk2CRM works in the background — no new apps, no recording buttons, no workflow changes.
90%+ accuracy on standard CRM fields out of the box, and it improves with use. Correct a suggestion three times and your preference becomes a permanent rule.
See It for Yourself
Your first ~20 CRM updates are free. If Talk2CRM doesn't save you time on the very first call, it's not for you — but we think it will.